MGO One Seven LLC Buys 61,648 Shares of Amphenol Corporation $APH

Key Points

• MGO One Seven LLC increased its stake in Amphenol Corporation by 162.6%, acquiring 61,648 additional shares for a total of 99,562 shares valued at approximately $9.83 million.
• In recent insider trading, Vice Presidents Lance E. D'Amico and David M. Silverman sold 100,000 shares each, significantly reducing their holdings by 56.69% and 88.89%, respectively.
• Amphenol reported a strong quarterly performance with a revenue of $5.65 billion and an EPS of $0.81, surpassing analyst expectations and showing a substantial year-over-year revenue growth of 56.5%.

MGO One Seven LLC boosted its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 162.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 99,562 shares of the electronics maker's stock after purchasing an additional 61,648 shares during the period. MGO One Seven LLC's holdings in Amphenol were worth $9,832,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in APH. Brighton Jones LLC lifted its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC increased its holdings in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC increased its holdings in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after buying an additional 618 shares during the last quarter. GAMMA Investing LLC increased its holdings in Amphenol by 10.9% during the first quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker's stock valued at $2,586,000 after buying an additional 3,860 shares during the last quarter. Finally, Integrated Advisors Network LLC increased its holdings in Amphenol by 83.0% during the first quarter. Integrated Advisors Network LLC now owns 5,518 shares of the electronics maker's stock valued at $362,000 after buying an additional 2,502 shares during the last quarter. Institutional investors own 97.01% of the company's stock.

Insider Transactions at Amphenol

In other news, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the transaction, the vice president owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the transaction, the vice president owned 12,500 shares of the company's stock, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

Shares of NYSE APH opened at $121.64 on Monday. The stock has a market cap of $148.51 billion, a PE ratio of 48.46, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. The firm has a fifty day moving average price of $115.78 and a 200-day moving average price of $96.49. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $127.50. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. The business had revenue of $5.65 billion for the quarter, compared to analysts' expectations of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business's quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were given a dividend of $0.165 per share. The ex-dividend date was Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Analyst Ratings Changes

A number of analysts have commented on APH shares. Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a report on Friday, July 11th. Evercore ISI upped their target price on shares of Amphenol from $120.00 to $150.00 and gave the company an "outperform" rating in a report on Tuesday, October 7th. Bank of America upped their target price on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a report on Tuesday, August 5th. The Goldman Sachs Group set a $139.00 target price on shares of Amphenol and gave the company a "buy" rating in a report on Monday, September 29th. Finally, UBS Group set a $120.00 price objective on shares of Amphenol in a research note on Tuesday, October 7th. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, Amphenol presently has a consensus rating of "Moderate Buy" and a consensus price target of $114.43.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.

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